Supply chain stress to reflect in earnings over next few quarters: Raunak Onkar

Markets are oscillating between sentiment and fundamentals, with global disruptions impacting near-term earnings. Raunak Onkar of PPFAS Mutual Fund highlights that while growth expectations are long-term, supply chain issues may affect upcoming quarters. He remains positive on the structural trajectory of financial services and technology, despite AI concerns.

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EMS players rally after govt extends customs duty sops

Electronic manufacturing services players’ shares rose Thursday after duty concessions were extended. This relief covers machinery for lithium-ion battery and display component manufacturing. The government’s

July 10, 2026

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